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CloudAnswers Approval Process Reminders

Keep approval processes moving! It's like a trail-marker for approvals! 🌲

Free  

Never requires payment

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Business Need
Productivity
Requires
Platform Cloud

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MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
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Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
4.38
Lifetime average
Showing 10 of 13 Reviews
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Simple and effective

Easy to set up, and does exactly what it says it'll do. Very useful for my sales managers to get this nightly round-up.

Geomar Calvin
Double Star Ranger

Great product which solves a big issue for my org

The ability to customise the template is really important for my org.

Can I use it for Single custom object?

Can i use it for single custom object instead of all objects pending ? also i would like get a solution where send reminder after 24 hours of time window ? Let me know email address where i can connect for getting more detail about this tool please

James Sullivan
06/02/2020

Hi Puja, It currently does not have a filter for which object, it emails you about all pending approvals. We are happy to customize it for you, just stop by our site to chat about the logistics: https://cloudanswers.com

Great! But doesn't send reminders to queue members if the approval is pending with a queue

What a hidden gem! Pretty fantastic, but the only downside is that it wont email queue members. After reading other reviews, it seems that this issue was resolved in another release... did it get resolved or no? Thanks

Simple setup, very useful app

It would be great if there are some configuration options, like customizing email template, and frequency of reminders - email template customization option in particular is really required.

James Sullivan
03/11/2019

Hi Maitreyee, In what way would you like to customize the template?

Gabriel McGinn
Double Star Ranger

Works as advertised!

Easy to implement, easy to test, easy to use :D. Works exactly as advertised. Wishlist: Send Reminder at custom time not on org timezone at midnight. OR Send reminder based on Approver - user Time Zone. Custom Email Notification Template.

A Hidden Gem

I spent a lot of time trying to figure out how to do this myself. I followed this Knowledge article from salesforce https://help.salesforce.com/articleView?id=000187156&language=en_US&type=1 But the problem is it only sends a single reminder. This was fast simple and effective. I noticed results of things getting approved faster within days of activating it. Would love a configurable template and the ability to set the time of the schedule, but even without those its the best option i have found

James Sullivan
03/11/2019

Thanks for your positive review!

Jorge Moto

Easy to use but not many admin to config

This is a super easy tool to use and really powerful to keep your approval process moving forward. It would be super good to have more admin settings so you can configure in more detail.

Great free app

I agree with all the others that it would be nicer if this had a configurable template and a configurable batch start time, different batch starts by region, etc., but this tool gets five stars because it solves a huge problem just as it is. Previously, we had languishing quote approvals because busy sales managers got only one notice from Salesforce. After that, they had to remember to look at the Home tab or look at a custom VF tab of pending approvals. If your sales managers are like my sales managers, good luck with that. This tool sends a simple daily email to all approvers with pending approvals, with a direct link. Our languishing approvals problem is near zero now.

James Sullivan
10/01/2018

Thanks for your recommendation!

Michael Kolodner
All Star Ranger
MVP

Simple setup for a useful task. Small configuration options would be nice.

App does what I need and the price is right, so how can you go wrong? Definite thumbs up for that! But it would be very nice if we could customize the email template that is sent out.

James Sullivan
10/01/2018

Thanks for the recommendation. We are working on customizable email templates!